EFFICIENT. PROVEN. VALIDATED.

DATA DISCOVERY

ServiceTrack provides secure, comprehensive, and transparent access to your portfolio information. Data is available for every level of inquiry. Portfolio level data summarizes portfolio information and activity. Policy and Insured level data provide specifics for each asset in the portfolio. Reference tables allow you to access important peripheral information (e.g. Insurance Carrier Information).

Since ServiceTrack is the administration system used by LexServ, the system always provides you with the most up to date portfolio information.

MONITOR ACTIVITY

ServiceTrack provides you with several options for monitoring activity in your portfolio. A Dashboard page provides current portfolio statistics using both graphs and figures. The associated Activity page will alert you to in-progress activities in several areas and provide easy access to work queues which contain even more information about in-progress activities.

The information and monitoring capabilities available through ServiceTrack will allow you to choose whether to monitor your portfolio using summary or detailed service information.

EXPLORE & ACCESS DOCUMENTS

ServiceTrack includes a document management component to capture information from all documents received in the course of LexServ’s servicing of your portfolio. There are more than 50 document types defined in the system, and your access will provide the ability to search by document type and/or other criteria (e.g. document receipt date).

The documents interface will allow you to create custom file names for your documents, extract the search results list of documents to Excel, and export copies of the actual documents to a zip file.

SEARCH & ANALYSIS

ServiceTrack includes search functions through which you can perform filtered searches for policies and insureds in your portfolio. Search results contain links to the detail information pages within ServiceTrack, and can be exported to Excel.

ServiceTrack supports your analysis by providing access to full premium projections and recent policy values. It maintains current LE information, along with a history of all LE information ever entered in the system. It also includes a tool which allows you to quickly and easily compare new LE values to the prior values for the same underwriter.

All of your portfolio information is available for reporting, or for data extract. LexServ is happy to work with you and configure a data plan to meet your analysis needs.

SERVICETRACK FEATURES

We provide the tools, guidance and security for life settlement portfolio managers.